Overview

When you are integrated and connected to either Box.com or NetDocuments, you can manage files associated to your matter directly in your integrated file management system.

Learn more about:

How To Add A Document For A Matter

  • Go to the Matters list page

  • Select a matter in the table by clicking the matter's name

  • On the specific matter details page, click the "Files" tab

  • You may need to sign into your file management system if prompted

  • From the top right, click "Create A Document"

  • Select A Document from the left sidebar:

    • New

    • Recent

    • My Library

    • Groundswell Library (ZenCase-provided document templates)

  • Click "Create"

  • You will be redirected to a document edit page

  • You will see previously populated fields in the "Merged Fields" section

  • Enter all the missing fields under the "Unmerged Fields" section highlighted in yellow

  • Click "Insert Fields" on the left sidebar to view the updated document with your entered values

  • Click "Save" when done

  • You will be prompted to confirm your unsaved changes

  • Click "Yes, Merge and Save"

You have successfully created a document for your matter. You should now see the document in your file management system.

View more information about how to create a document using a document blueprint. You can create your own document blueprints in which to automate merging of contact and matter information into your document.

If you have any questions, please feel free to contact us.

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